How do I choose who can see the org chart?

You decide who can see the org chart, and how much of it, on each permission role. Turn on See the org chart for a role, then choose Full company or Only their tree. Everyone with that role gets the same view.

Who can use this: users with the Owner or Admin role, who can open Company Settings > Permissions.

Important: the org chart setting and access to People are separate. A person can see the org chart without access to People. For them, People in the sidebar opens straight on the org chart.

Which roles see the org chart at first?

Owner, Admin and HR have See the org chart turned on with Full company. Every other role has it turned off, including Basic and every custom role. Nobody else sees the org chart until you turn it on for their role.

How do I turn on the org chart for a permission role?

1. Open Company Settings > Permissions and select the role, for example Supervisor.
2. Turn on See the org chart in the role's permissions.
3. Choose Full company or Only their tree. Only their tree is selected for you.
4. Save the role. Changes saved appears.

People with that role see the change the next time they load the page. To take the org chart away from a role, turn off See the org chart and save the role.

What's the difference between Full company and Only their tree?

• Full company: the person sees every active employee on the org chart.
• Only their tree: the person sees themselves, everyone below them at every level, and their supervisors up to the top of the company. They don't see their supervisors' other direct reports or those teams. The org chart opens on their card, marked You.

A person with Only their tree and nobody reporting to them sees their own card and their supervisors. A person with no supervisor and no reports sees only their own card.

A person with more than one role gets the widest view any of their roles gives: Full company if one of their roles has it, otherwise Only their tree.

What does each person see on the org chart?

• Only the name, photo, position, department and location of each person, whatever their other permissions.
• Nobody outside what their role allows. Those people are never shown, counted, found by search, listed in filters, or included in a downloaded image or a shared link.

Best practices

• Give Full company only to roles that need to see the whole company, such as HR, and Only their tree to the others.
• When you create a custom role, decide on See the org chart right away. New roles start with it turned off.
• Before you turn it on for Basic, remember that every employee has the Basic role.

Common questions

Can I give someone the whole org chart but a limited People list?

Yes. The org chart setting lives on the role. The CAN ACCESS TO choice on a person's role assignment limits only their People list. A role with Full company shows the whole org chart, even when that person's People list is limited.

When does a change to the org chart setting take effect?

A change to a role, or to the role a person has, applies the next time that person loads the page.

Can employees with the Basic role see the org chart?

Not until you turn it on. Basic starts with See the org chart turned off. Every employee also has the Basic role, so turning it on gives the org chart to everyone in the company. If each of them should see only their part of the company, choose Only their tree. People with another role set to Full company still see the whole company.